Quick Action - Merge Contacts

Merge Contacts

If you have more than one contact in your CRM that is actually the same person, you can merge those contacts into a single contact by using this button.

You will be given the opportunity to select which data is the correct data to be used in the new merged contact.

You have to select at least two contacts to be able to access the Merge button.

Merging Contacts

When merging a contact, you can decide the contact you will like as the Master Record by toggling here.

Note: Once you click "Confirm and resolve", this operation becomes irreversible.

Selecting Info To Merge

Here is the list of relevant information you can select from different contacts and merge them as one under the Master record.

Select All

You can also click on the "Select all" button to select all the info of the contact

Show Fields With Different Values

Select "Show Fields With Different Values" here to see fields with different values.

Show all Fields